SFS
EIM

Sowell Financial Services’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Sowell Financial Services’s Portfolio EIM Stock Details EIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-376
Closed -$5K – 1136
2021
Q1 		$5K Buy
+376
New +$4.99K ﹤0.01% 2590
2019
Q4 		– Sell
-12,139
Closed -$157K – 2543
2019
Q3 		$157K Buy
+12,139
New +$155K 0.01% 709

Other funds holding EIM

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sowell Financial Services's EIM Position: Q2 2021 in Review

Sowell Financial Services sold out of Eaton Vance Municipal Bond Fund (EIM) in Q2 2021, closing a stake of 376 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in EIM in Q3 2019 and held it in 2 quarters. The position peaked at $157K in Q3 2019. 121 funds tracked by Wall St. Rank hold EIM as of Q2 2021.

  • Sowell Financial Services reported no remaining Eaton Vance Municipal Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 376 Eaton Vance Municipal Bond Fund shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Eaton Vance Municipal Bond Fund in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Eaton Vance Municipal Bond Fund position peaked at $157K in Q3 2019.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.